Upgrade your Client Relationship Management (CRM) tools

If your goal is to significantly improve productivity and sales long term....we have extensive experience with implementing CRM systems and support any or all components of the process. We help you create solid relationships with your clients that generate higher levels of sales by:

• auditing your current system components
• identifying build/ buy options
• creating solutions that can be implemented quickly and efficiently
• ensuring new systems support future needs
• training Internal & Field Sales Staff, Senior Management & Technical Staff

Services provided for:

Aetna

Alger

Deutsche Bank

Heritage

John Hancock

Liberty Financial (formerly Colonial Funds)

PFPC (formerly First Data Corporation)

ReSourcePhoenix.com

Scudder/Kemper Investments

Stein Roe

Click here for more ways we can help!